Fulcrum Wealth Advisors, LLC - Financial Advisor in Bellevue, WA | WiserAdvisor.com

Fulcrum Wealth Advisors was founded on integrity and trust, in order to meet the needs of sophisticated individuals, families, business owners and organizations who seek more from their financial advisor than what conventional financial services firms offer.
We began this business in 2013 as a commitment to protect our clients from unnecessary fees, costs, and conflicts of interest, which are the mainstay of traditional "Big-Box" financial institutions.<br /><br />Fulcrum Wealth Advisors is owned by the partners and has no outside shareholders or corporate parent.  Thus, we strive to be free from the conflicts of interest that arise when a traditional firm needs to service the interests of its shareholders ahead of the interests of its clients.<br /><br />Our combined 121+ years of experience within such enterprises compelled us to offer a different kind of experience, one that puts people before profits and planning before product.

Fulcrum Wealth Advisors, LLC

Prior to starting Fulcrum Wealth Advisors, Jim spent many 
years working through a variety of big-box investment 
firms.  After 2008, Jim saw the inequity built into the 
investment management system and now works diligently 
educate investors about how to get a better experience in 
the investment world.

Having been in the investment advisory business for over 
44 years, Michael has had the privilege of working with 
some of the largest corporation and wealthiest families 
on six of the seven continents.

Currently, Michael assists Family offices, Wealthy 
families, Foundations, and Corporations with their 
investment advisory needs.  He also assists a multi-
billion dollar family office with their trading needs.

Michael's experience in asset allocation, portfolio 
development, and management, has allowed him to 
distinguish himself within his industry.

Jon has been in the business for over 22 years. Jon is a research analyst and portfolio manager

Steve has worked as an internal tax consultant to several 
of the largest tech companies in America.  One of his 
specialties is international taxation.

Fulcrum Wealth Advisors has a diverse client base that 
includes wealthy individuals, families, private business 
owners, trusts, and not-for-profit organizations. 

We are independent, free from outside influences, and owned by local partners.  This means no corporate parent or pre-negotiated contracts will ever influence our 
client's best interests. 

We adhere to our role as stewards of wealth, rather than 
broker/salesmen.

Not having outside shareholders means a client's assets 
do not serve the interests of far-away shareholders. 

Thus, we strive to be free from potential conflicts of 
interest that arises; such as when a corporation serves 
the interests of its shareholders ahead of the interests 
of its clients.  

We do not have any "soft-dollar" relationships with money managers that might influence our advice.  As a result, we strongly align our interests with those of our 
clients.

Business owners have unique planning concerns:
# Succession planning
# Business Valuation
# Personal wealth and tax planning
We at FWA, have a long history of understanding the unique needs of those who own private companies.

Tax efficiency is one of the cornerstones of our portfolio management process.  It does not matter how much you make it matters how much you get to keep and spend.

Offered at $250 per hour. We do not need to manage your money for us to have a relationship.  We are happy to help you craft a proper financial plan without the need for money management

We at FWA, are able to provide consulting service to our clients' 401K plans without the need to roll over the proceeds to an IRA.

Insurance is the bedrock of a good financial plan. We at FWA,  service our clients as brokers of both Life Insurance as well as Long-Tern Care.  This means that we represent the client and not the insurance company as an agent.

Annuities are one of the most oversold "products" there are. Though an annuity can solve come client issues, we are usually able to find more creative ways to take care of the client's planning needs without using an annuity.

Estate Planning is one of the sections associated with a comprehensive financial plan.  Though we do not draft legal documents we are very well versed on Estate PLanning and trust management

Fulcrum Wealth Advisors, LLC

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